Rex Shipp, financial advisor Cedar City UT
96 score

Rex Shipp

CRD Number: 3116654
Current Firm: Hornor, Townsend & Kent, Inc.

Rex Shipp (CRD# 3116654) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Cedar City, UT and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Feb 2010 - Current 6
Penn Mutual Life Ins Co Horsham, PA Sep 2009 - Current 7
Dry Wash Inc. Cedar City, UT Jan 1998 - Current 18
Allegis Advisors, Inc. Salt Lake City, UT Nov 2004 - Feb 2010 5
Beneficial Investment Services, Inc. Orem, UT Oct 2007 - Dec 2009 2
Beneficial Investment Services, Inc. St. George, UT Jul 2007 - Dec 2009 2
Beneficial Life Insurance Company Salt Lake City, UT Sep 1987 - Sep 2009 22
Equity Services, Inc. Provo, UT Aug 1998 - Jul 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Rex P. Shipp
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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